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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,840 |
SECURITIES AMERICA INC5 years Filed as: SECURITIES AMERICA Service code 55 | Other Commissions | $26,773 |
ACTUARIAL BENEFITS CORP4 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 200 JOHN JAMES AUDUBON PARKWAY · AMHERST, NY 14228 | Contract Administrator | $15,838 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,052 |
SECURITIES AMERICA INC5 years Filed as: SECURITIES AMERICA INC. Service code 55 12325 PORT GRACIE BLVD. · LA VISTA, NE 68128 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,974 | $99,957-24.0% | $149,715-49.3% | $73,493+3.4% |
| Participation rate | 71.7% | 75.7%-4.0pp | 82.5%-10.8pp | 70.7%+1.0pp |
| Annual return | 15.78% | 53.87%-38.1pp | 276.66%-260.9pp | 28.51%-12.7pp |
| Employer contribution / active EE | $405 | $3,191-87.3% | $4,645-91.3% | $2,270-82.2% |
| Participant deferral / active EE | $8,696 | $6,073+43.2% | $6,842+27.1% | $3,740+132.5% |
| Admin fee / account holder | $359 | $551-34.8% | $9,310-96.1% | $513-30.0% |